iQ401k® is the retirement plan division of FPLCM, a leading wealth planning firm offering asset management, tax planning, retirement planning, and more. These services have traditionally been limited to personal accounts such as IRAs, Roth IRAs, Trusts, etc. However, for many, a 401(k) is their largest liquid asset. With the advent of Self-Directed Brokerage Accounts (SDBAs), 401(k) holders can now access FPLCM’s full suite of services.
Our private wealth planning services are offered on a flat fee basis—ranging from $10,000 to $15,000 annually, depending on the level of service. To get started, ask your Plan Administrator to estbalish an SDBA through Fidelity or Schwab.
If you’re not the employer but are interested in accessing our open-architecture retirement plan platform, simply have your Plan Sponsor or Plan Administrator reach out to us. We serve retirement plans of all sizes, with a focus on those with above-average account balances. The majority of the plans we currently support with fiduciary services are for dental, medical, and law practices.
